Close review (2026): features, pros and cons, and what to check before you buy
Close is a sales CRM for inside-sales teams with a built-in dialer, SMS and email sequences.
Our take for buyers
Close is a sales CRM for inside-sales and SDR teams that call and email at volume, with a dialer, SMS and sequences built in. It earns a shortlist spot for small teams that want calling inside the CRM. It is a weaker fit if your security review requires SAML SSO, because the vendor lists only Google SSO. The pricing page also lists a 14-day trial, which gives a team enough time to put real reps on the dialer.
G2 shows a 4.7 rating across roughly 2,000 reviews, though counts differ between pages. Close holds SOC 2 Type II. Several admin details that larger buyers ask about, such as SCIM, audit logs and a DPA, are not published on the pages we checked, so plan to ask for them.
- Best for
- Inside-sales and SDR teams that call and email at volume.
- Starting price
- $9 per user/month (Solo) at the lower listed price, $19 at the higher; the vendor does not say which is monthly and which annual
- G2 rating
- 4.7 (2,073 reviews)
What is Close?
Close is a sales CRM for inside-sales teams with a built-in dialer, SMS and email sequences. Inside-sales and SDR teams making many calls and sending many emails get a dialer, SMS and sequences inside the CRM, with power dialer and workflows from Growth. Budget for per-use call and SMS charges, and note that only Google SSO is listed.
Category: CRM Software
Close key features
| Criterion | What we found |
|---|---|
| Pipeline management | Pipelines on all plans; workflows from Growth. |
| Email and calendar integration | 3 connected email accounts on Solo/Essentials, 10 on Growth/Scale. |
| Sales automation | Workflows, bulk email and power dialer from Growth. |
| Reporting and forecasting | Custom graph reporting on Scale. |
| Pricing model and free tier | Per user plus usage for calls and SMS. |
| Target company size | Small and mid-size sales teams. |
Close plans and pricing
| Plan | Price | Unit | Notes |
|---|---|---|---|
| Solo | $19 / $9 | per user/month | 1 user, 10k leads, no workflows |
| Essentials | $49 / $35 | per user/month | unlimited contacts, no workflows |
| Growth | $109 / $99 | per user/month | workflows, power dialer |
| Scale | $149 / $139 | per user/month | predictive dialer, custom roles, custom objects |
The vendor lists two prices per plan without saying which is billed monthly and which annually; the higher is likely monthly and the lower annual.
Who should shortlist Close
A strong fit for
- Inside-sales and SDR teams that call and email at volume.
- Small teams wanting calling built into the CRM.
A weak fit for
- Teams needing SAML SSO (only Google SSO listed)
- Buyers who dislike usage-based calling costs.
Close alternatives
PipedriveSmall sales teams that live in a visual deal pipeline.
HubSpot CRMTeams starting free with up to 2 users.
CopperSmall teams that live in Gmail and Google Workspace.
FreshsalesSmall to mid-size teams wanting a cheap entry tier.
Zoho CRMSmall businesses that want a free start and cheap per-user editions.
InsightlySmall and mid-size teams that need CRM plus project tracking after a deal closes.
Security, admin and compliance
Published: SOC 2 Type II, Google SSO on all plans, and AWS hosting with locations listed in the vendor's Trust Center. Not published on the pages we checked: SAML SSO, SCIM, audit logs, a DPA and renewal terms. Role-based access and custom objects exist only on Scale, so permission needs may force the top plan. The contract runs monthly or annual with a 14-day trial and a 30-day money-back guarantee. Ask for the DPA, data residency options and the monthly versus annual price before you sign.
- SAML SSO
- Google SSO on all plans; SAML not listed.
- Data residency
- AWS hosted; locations are listed in the vendor's Trust Center.
- Certifications
- SOC 2 Type II.
Contract and buying terms
- Contract
- 14-day trial, 30-day money-back guarantee.
- Starting price
- $9 per user/month (Solo) at the lower listed price, $19 at the higher; the vendor does not say which is monthly and which annual.
- Pricing model
- Per user.
- Free plan or trial
- Free trial.
What to test in a Close demo or trial
Run the trial with real reps and real call volume, since the dialer is the reason to buy. Check that the power dialer, which starts on Growth, and predictive dialer, which is Scale only, behave as you need before you pick a plan. Test workflows and bulk email if automation matters, because Solo and Essentials have none. Confirm the connected email limit of 3 accounts on Solo and Essentials versus 10 on Growth and Scale, and check call recording retention: 30 days, 90 days or unlimited depending on the plan.
Questions to ask Close before you sign
These are the points Close's public pages leave open. Get the answers in writing before procurement signs off.
- Is SCIM provisioning included, or a paid add-on?
- Which plan includes audit logs, and how long are they kept?
- Can we sign your standard DPA without changes?
- What will the price be at renewal, and is the increase capped?
Things to know before a demo
- Calls and SMS billed by usage, about $0.02 per minute outbound.
- Call Assistant add-on $50/month per org plus $0.02/minute.
- Role-based access and custom objects only on Scale.
- Call recording retention: 30 days Solo/Essentials, 90 Growth, unlimited Scale.
- Only Google SSO is listed, no SAML on the pricing page.
Close FAQ
What is Close used for?
Inside-sales and SDR teams making many calls and sending many emails get a dialer, SMS and sequences inside the CRM, with power dialer and workflows from Growth. Budget for per-use call and SMS charges, and note that only Google SSO is listed. It suits inside-sales and SDR teams that call and email at volume.
Does Close support SAML SSO?
The vendor lists Google SSO on all plans and does not list SAML on its pricing page. If SAML is a requirement, ask sales directly before the trial ends.
Who is Close best for?
Inside-sales and SDR teams that call and email at volume, and small teams that want calling built into the CRM. It is less suited to buyers who dislike usage-based calling costs.
Can we limit user permissions in Close?
Role-based access and custom roles are listed only on the Scale plan. Teams that need fine permissions on lower plans should confirm what is available during the trial.
Sources
Every fact on this page comes from Close's own pricing, product or documentation pages, G2 and company records, checked on October 24, 2026. Unknown values are left out instead of estimated.